I have been serving individual investors from my Wildwood, MO branch office since 1998. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

In 1985, I began my Edward Jones career as a trader on the government bond trading desk, moving to municipal bond trading in 1988. Four years later, I developed the local municipal issuer program for the firm. As a director of the program, I created customized proposals and marketing of this program to financial advisors in more than 45 states.

In 1996, I relocated to the firm's Canadian affiliate to serve as Canadian marketing director. My responsibilities included strategic planning, development, implementation and promotion of marketing tools and investments to Canadian advisors. In addition, I managed the firm's new product and service development. I received the International Service Award for my contribution to the firm's Canadian growth.

I hold a Bachelor of Science in business administration, with an emphasis in marketing, from the University of Missouri at Columbia and an executive master's in international business studies from Saint Louis University. A limited partner with the firm, I hold the Series 7, Series 63 and my life, long-term care and variable annuity licenses.

I am married with two daughters and live in Wildwood.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • College Savings
  • Charitable Giving

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Request an Appointment

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